Intake Efficiency
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Features

Legal intake automation that does the first hour of work in the first minute

Intake Efficiency handles a new inquiry from the moment it arrives to the moment it is a booked consultation, and records where it came from. Your staff step in where judgment is needed.

Start your 14-day free trialSee pricing

No card. Setup done for you in a day.

The whole path, at a glance

How Intake Efficiency handles a new inquiry1. Inquiry arrives: Web form, email, text or WhatsApp. 2. Consent logged: Per channel, with wording and time. 3. Reply < 60 s: On channels the lead agreed to. 4. Qualified: 0–100 score with plain-English reasons. 5. Lawyer alerted: Lead gets your booking link. 6. Follow-ups: Day 1, 3 and 7 until reply, booking or opt-out. 7. Into your CRM: Qualified leads only.1Inquiry arrivesWeb form, email,text or WhatsApp2Consent loggedPer channel, withwording and time3Reply < 60 sOn channels thelead agreed to4Qualified0–100 score withplain-Englishreasons5Lawyer alertedLead gets yourbooking link6Follow-upsDay 1, 3 and 7until reply,booking or opt-out7Into your CRMQualified leadsonly
  1. Inquiry arrivesWeb form, email, text or WhatsApp
  2. Consent loggedPer channel, with wording and time
  3. Reply < 60 sOn channels the lead agreed to
  4. Qualified0–100 score with plain-English reasons
  5. Lawyer alertedLead gets your booking link
  6. Follow-upsDay 1, 3 and 7 until reply, booking or opt-out
  7. Into your CRMQualified leads only
Texts go out only between 8am and 9pm in the lead’s time zone; email replies go out at any hour. Steps 6 and 7 are on the Growth and Pro plans.

What each part does

Reply to every inquiry within 60 seconds

Plan: All plans

  • Email and SMS replies on every plan; WhatsApp on Growth and Pro.
  • Each reply goes only on channels the lead consented to, using wording your firm approved.
  • Email goes out at any hour. Texts go out only between 8am and 9pm in the lead’s time zone; anything outside that window waits.
  • Every message says it is automated, and every reply carries your booking link.

Qualify with a 0–100 score and plain-English reasons

Plan: All plans

  • We agree the criteria with you at setup: matter types you take, counties you serve, timing, whether they asked to book.
  • Each score lists its reasons in a sentence your staff can check, such as “lives in a county the firm serves”.
  • A low score is flagged for a person to review. No inquiry is silently dropped.

Alert the right lawyer, send the booking link

Plan: All plans

  • The lawyer you nominate is notified as soon as the inquiry is scored.
  • The lead receives your booking link in the first reply, so they can pick a time without waiting for a call back.

One inbox and a dashboard

Plan: All plans

  • Every inquiry and every message, from every channel, in one place your team shares.
  • The dashboard shows response times, scores, bookings and signed cases by source.

Follow up on day 1, 3 and 7

Plan: Growth and Pro

  • A short sequence of polite reminders, written with you, goes out if the lead has not replied or booked.
  • It stops the moment the lead replies, books or opts out. STOP and unsubscribe are honored at once.

AI reply drafts, approved by a person

Plan: Growth and Pro

  • When a lead writes back with a question, an AI draft is prepared for your staff to edit and approve.
  • Legal questions are never answered automatically. They go to a person at your firm.

Source-to-signed reporting and a weekly report

Plan: Dashboard on all plans; weekly report on Growth and Pro

  • The search, page or ad behind each inquiry is recorded on arrival and followed through to consultation and signed case.
  • A weekly email to the managing partner: inquiries, response times, bookings and signed cases by source.

Hand qualified leads to your CRM

Plan: Pro

  • Intake Efficiency sits beside your existing CRM or practice management system rather than replacing it.
  • Only qualified leads are passed over, so your CRM holds prospective clients, not spam.
  • Multi-location: run more than one office from one account.

Setup done for you in a day

Plan: All plans; priority setup on Pro

  • We connect your website forms and inboxes, write the reply and follow-up templates with you, and set your scoring criteria.
  • Email replies work from day one. SMS starts once your carrier (10DLC) registration is approved.

What it deliberately does not do

  • It does not give legal advice or tell anyone what their case is worth.
  • It does not reject an inquiry on its own; low scores go to a person.
  • It does not text anyone who has not consented to texts, or outside 8am–9pm in their time zone.
  • It does not replace your CRM, your calendar or your lawyers’ judgment.

The rules behind these limits are on the compliance page, and how your data is protected is on the security page.

Intake Efficiency is software, not a law firm, and does not give legal advice. Nothing on this page is legal advice.

See every inquiry answered in under a minute

Try Intake Efficiency on your real inquiries for 14 days, up to 50 leads. We set it up with you in a day; email replies work from day one.

Start your 14-day free trialSee pricing

No card. Setup done for you in a day.